Updating Club Member Data

Transcription

1 Updating Club Member Data Finding Out Your Username and Password Go to the District Website at [or if your Club has its own ClubRunner site, go there]. Click on the Login menu item, located on the right hand side of the homepage. Click on the Forgot Your Password? link. This will take you to the Get Password screen. You will be asked to enter your Club, your last name and your address. Then click on the Get Login Info button. You should receive an with your login information shortly. Please note that the last name and address you provide must match what is on record for security purposes. If you are unable to get your password, contact the District s IT Helpdesk, or ClubRunner Support at support@clubrunner.ca with your name and club and it will be ed to you.

2 Login to the District Website Go to the District Website. Click on Login, located on the right hand side of the homepage. This will take you to the Member Login page. Enter your User name and password in the appropriate fields and click on the Sign-in button. Then click on the Admin button. The Admin tab is a members only page where you will go to contribute to the site, your members, change your profile, and much more. If you have trouble logging in This may be due to an invalid password or login name. Try to copy and paste your login name from the you receive to ensure accuracy. If you still cannot get into the system, contact the District s IT Helpdesk, or ClubRunner Support at support@clubrunner.ca with your login name and password and you will get a new password assigned.

3 Editing your own Profile Next you will check your member profile. This step is vital if you want to receive all correspondence. 1. Click on the Admin tab. 2. Click on Edit My Profile, where you will see all your information. 3. Fill in as many details as you need. The address is the most important piece of information to include. 4. Please observe the standards noted in the next section for telephone numbers etc 5. Click on Save, located at the bottom of the page. 6. Review, Edit, & Save the information on each tab Personal, Rotary, Biography, Commitments, Settings, Privacy

4 Personal Preferences First Name may be your full name or the salutation you prefer eg Robert or Bob Nickname is the salutation you prefer eg Bob Preferred Address will dictate which of the address boxes below will require mandatory fields and which address will be used for any mailings Preferred Phone will indicate which of your numbers will be shown in directories (electronic or printed) Personal Details Gender Birth Date Partner s first name

5 Telephone Number Standards Home & Business numbers should be shown as illustrated Cell/Mobile numbers should be shown as illustrated Note the first box needs to be 61 for Australia if you click in that box; it may be left blank if you don t click in the box. Vocational Standards It is highly recommended that members complete at least these employment fields in the Work box (Company Name & Position/Title) On the Rotary tab, please ensure that the Classification and RI Number fields are completed.

6 Editing each Member s Profile While each member may check their own member profile, we request that you review their data especially to achieve consistency of presentation as per the above standards. 1. Click on the Admin tab. In the For Club Executives section, Click on Active Members List. 2. Alternatively, click on For Clubs in the top menu, then Membership Lists 3. For each member, please click on their name and then Review, Edit, & Save the information on each tab Personal, Rotary, Biography, Commitments, Settings, Privacy ensuring that the above standards are met. Especially ensure that the following data is correct (as above) a. Gender b. Date of Birth c. Partner Name 4. Ensure at all times that the Active Members List is correct. a. If there are members to be added, please add them b. If a member needs to be deleted, click on Mark Ex to the right of the members name 5. Ensure that the Active Members List is correct at all times. a. Please adjust the list each time there is

7 a membership change 6. Encourage your members to review their own profile have you sent them our Cheat Sheet? 7. A photo may be uploaded (optional)